See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,440 | $70,428-68.1% | $96,562-76.8% | $85,850-73.9% |
| Participation rate | 11.8% | 61.8%-50.0pp | 69.8%-58.0pp | 69.3%-57.6pp |
| Annual return | 43.57% | 18.59%+25.0pp | 37.78%+5.8pp | 318.53%-275.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $202 | $2,894-93.0% | $3,849-94.8% | $3,952-94.9% |
| Admin fee / account holder | $37,663 | $4,997+653.8% | $6,181+509.4% | $6,260+501.7% |